| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Jay Miller Control | Managing Member | Under 5% | 2017 |
| Brio Financial Holdings, LLC Control | Shareholder | Over 75% | 2025 |
| Jay Steven Zalewski Control | Chief Compliance Officer | Under 5% | 2017 |
Brio Consultants, LLC reports $842.6 million in regulatory assets under management on its Form ADV.
Brio Consultants, LLC reports 17 employees.
Brio Consultants, LLC is based in San Francisco, CA and has been SEC-registered since 2017.
Brio Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 19 Sutter Street, San Francisco, CA 94104 |
| Phone | 415-623-2450 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1747799 |
| Discloses disciplinary history | No |
| Discretionary | $839.3M |
| Non-discretionary | $3.3M |
| Total (RAUM) | $842.6M |